See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,482 | $118,427-96.2% | $66,042-93.2% | $142,382-96.9% |
| Participation rate | 54.5% | 68.1%-13.6pp | 67.5%-13.0pp | 80.1%-25.6pp |
| Annual return | 29.61% | 35.57%-6.0pp | 52.11%-22.5pp | 217.08%-187.5pp |
| Employer contribution / active EE | $546 | $2,570-78.8% | $1,579-65.4% | $4,299-87.3% |
| Participant deferral / active EE | $595 | $4,311-86.2% | $2,835-79.0% | $6,507-90.9% |
| Admin fee / account holder | $15 | $9,593-99.8% | $5,747-99.7% | $12,624-99.9% |